I think the underlying message is making/serving AI isn’t a mythical goldmine: it’s becoming a dirt cheap commodity, and a tool for companies to use.
Hence American GPUs aren’t going exactly the unobtanium the markets are hyping them to be, especially with the Huawei NPUs apparenty being viable alternates.
Extremely informative post, how lucky that you took the time to write it.
I think the underlying message is making/serving AI isn’t a mythical goldmine: it’s becoming a dirt cheap commodity, and a tool for companies to use.
Hence American GPUs aren’t going exactly the unobtanium the markets are hyping them to be, especially with the Huawei NPUs apparenty being viable alternates.